Senior Accountant

Socket.dev; Milwaukee (WI); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

PTO 22 days

Holiday pay

Health, dental, vision insurance

401k

Job summary

ADVENT seeks a Senior Accountant to drive monthly close, reporting, and budgeting support. You will collaborate with HR on 401(k) filings, assist with annual audits, and help refine accounting processes. Priority is accuracy, governance, and clear financial insight for leadership.

Requirements include a 5-year accounting background, a Bachelor’s in accounting or finance, strong GAAP knowledge, and exceptional Excel skills. Hybrid work balances office and remote coordination.

Qualifications

• 5 years' experience in accounting; healthcare and/or public accounting experience preferred
• Bachelor’s degree in accounting or finance required
• CPA preferred but not required
• Solid understanding of GAAP principles
• Advanced Excel skills, including pivot tables, macros, and advanced formulas
• High attention to detail, analytical and problem-solving abilities
• Strong organizational and time-management skills
• Excellent communication and ability to collaborate across levels of the organization
• Demonstrated ability to work independently and deliver high-quality work

Responsibilities

• Perform monthly closing procedures, including journal entries, account reconciliations, and supporting schedules
• Record entries for payroll, benefits, inventory, and fixed assets, with related schedules
• Review monthly results and variances to support budgets and forecasts
• Prepare month-end financial statements and clinic analyses
• Compile information for monthly management and board meetings
• Assist with annual budgeting process and audit preparation
• Support 401(k) plan audits and HR collaboration for 5500 filings
• Contribute to development of new accounting systems, policies, and procedures

Skills

GAAP knowledge

Advanced Excel

Attention to detail

Analytical skills

Independent worker

Communication skills

CPA preferred

Team collaboration

Education

Bachelor’s degree in accounting or finance

Job description

Description

Description

Envision a place where you thrive. Envision an organization that believes in you as much as you believe in them. A place where your work has meaning. At ADVENT, you can have just that.

ADVENT embraces those who seek more and demand excellence from themselves and their employer. We invite you to be challenged, to challenge, and to embark on a journey where passion meets purpose. We’re not what you typically find in healthcare. We’re proud to be a team that does things differently, with a focus on finding solutions for our patients. We know we’re not for everyone and don’t claim to be perfect but our commitment to improvement is unwavering. We have the tenacity, creativity, and drive to find a better way – together - and always keep our patients at the forefront.

Are you ready to rediscover your professional purpose? Take the leap and join us on your journey towards success.

How you will make an impact as a Senior Accountant:

• Perform monthly closing procedures, including preparation and review of journal entries, account reconciliations, and supporting schedules
• Work closely with other departments to accurately record entries for accounting topics such as payroll and benefits expenses, inventory, and fixed assets. Create and maintain related supporting schedules.
• Review and provide insight on monthly financial results to assist in the preparation and monitoring of financial results, including variances from budget and forecast
• Prepare month end financial reports, such as financial statements, clinic analysis, and supporting schedules
• Prepare financial information for monthly management and board meetings
• Assist with preparation of supporting schedules for annual budgeting process
• Assist with annual financial audit preparation
• Assist with 401(k) Plan audit and partner with HR to support the financial management of the 401(k) Plan, including preparation of contribution calculations, review of 5500 filings, etc.
• Contribute to the development of new or amended accounting systems, policies, and procedures

What we're looking for in a Senior Accountant:

• 5 years' experience in accounting; healthcare and/or public accounting experience preferred
• Bachelor’s degree in accounting or finance required
• CPA preferred but not required
• Solid understanding of GAAP principles
• Advanced Excel skills, including ability to create pivot tables, macros, and use of other advanced formulas and functions
• High attention to detail, solid critical thinking, problem-solving and analytical skills, and the ability to work independently to assess available information, draw conclusions and understandings, and present such conclusions effectively to other parties
• Solid organization skills and the ability to prioritize and stay focused on assigned priorities, work independently to meet internal and external deadlines, and produce a consistently high-quality product
• Strong communication skills and the ability to listen critically and interact with individuals at all levels of the organization
• Demonstrated ability to contribute to a team environment, ability to show initiative, exercise judgment, and adapt to change

Why you should choose ADVENT:

• Culture that embraces excellence and ethics, we are solutions minded, and encourage you to ask questions
• 22 days of PTO (prorated your first year based on start date) & holiday pay
• Medical, dental, and vision insurance with generous employer paid HRA account
• 401k contribution
• Hybrid work model - Minimum of 2 days in office weekly (Training will take place onsite Monday-Friday)